Joshua Schachter
Joshua Schachter is a CFA-designated registered investment advisor at Easterly Investment Partners LLC, based in Sewickley, PA, with 24 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Real Estate Investing. Their firm serves 211 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Fees vary by investment strategy. Small Cap Value: 0.70% on first $25M down to 0.35% on balance. SMID Cap Value: 0.65% on first $25M down to 0.30% on balance. All Cap Value: 0.70%. Focused Value: 0.95%. Global Real Estate: 0.70% on first $50M, 0.60% on next $50M, 0.50% over $100M. US Real Estate: 0.50%. Fees are negotiable.
Fee Estimator
Location
1605 Carmody Court, Suite 300, Blaymore IV, Sewickley, PA, 15143
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Joshua is a board member for Maccabi USA, an investor and board observer for Diamond Kinetics, and a partner for Schack Records. Each of these roles requires minimal time per month and are not investment related.
Employment History
Current Registrations
Easterly Investment Partners LLC
Previous Registrations
Snow Capital Management, L.P.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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